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Anyone have a functioning Wells Fargo Credit Card eBill and account register?

Bob.

Here's the story:

For the longest time Wells Fargo Visa would not work as my Checking is Direct Connect (and MUST stay that way for Wells bill pay) and the Visa required Quicken Connect.

A few months ago I chatted several with a great support person who pointed me to Wells Fargo Credit rather than the Wells Fargo bank to activate downloads for the Visa and it worked like a charm! My memory being what it is, it might have been Wells Fargo Card Services, but I think credit.

A week ago or so, Quicken reported I need to reconnect to Wells Visa and I did. Its odd, that to do that I had to also check my checking (which is direct connect) and the check box could NOT be cleared. Pre-checked for me. I reconnected and linked to existing for the Visa.

Then EVERY new CHECKING transaction ALSO showed in my VISA register!!! I had to keep deleting them. Really. A Paid check, new deposit - all duplicated in the Visa register.

So I disconnected the VIsa, went to reconnect and again, cannot uncheck the Checking when trying to reconnect the Visa under Wells Fargo Credit. And I also cannot link to existing any longer.

Checking seems to be working just fine and is Direct Connect. My hunch: Wells did something odd and for Credit Cards have them incorrectly linked with Checking and this all happened with their required "reconnect accounts".

Anyone having this work right now? Especially if Checking Direct and Credit Card Quicken Connect? And if so for credit card, what is that connected to for online services?

Thanks.

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Quicken Kristina

Hello @Bob.,

Thank you for reaching out! To clarify, when you say you can't uncheck the Checking account, is this on Wells Fargo's website, in Quicken, or both?

I look forward to your response!

Bob.

Hi @Quicken Kristina Thanks for asking.

When "connecting" Wells to Quicken, on the Wells pages in my browser the dialogs ask what accounts to connect via Quicken Connect and nothing there can be unselected. So Checking and Visa are both connected. Some reference to these have previously been approved to connect to Quicken.

The Wells for Credit Card seems to be Credit, not Card Services. As mentioned this worked several months ago and only started odd behavior when Quicken required me to reauthorize.

Since posting i have tried several times and cannot connect the VISA no matter what I do - unless I want to add it as a new account. "Link to existing is grayed ou"t for BOTH checking and Visa.

Hope that helps a little more.

Quicken Kristina

Thank you for your reply,

If the option is greyed out, it may be because Quicken thinks the account you want to link to is already connected. If you haven't done so already, please navigate to Accounts>Hide and Show Accounts…. From that screen, you can confirm if the accounts are connected (if they are, you'll see the financial institution listed in the Financial Institution column). I also recommend making sure no duplicates got added as new.

If you're willing, please provide a screenshot of what you're seeing when you try to link the accounts. Make sure to redact any personal information and partial account numbers. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your reply!

Bob.

I'm good on Hide/Show. Only real things. The Visa does not show an FI while Checking does. And my "trials" did add the Visa as a new account which I immediately deleted. It does not show in accounts.

Not sure exactly which screen shots you would like, Kristina. There are many steps in this process. And I am concerned about breaking the Direct Connect for Wells Checking as that is my main account and pays all my bills! I would sooner cancel the Wells Visa than risk that. But ideally would like to get it working again.

I am confident that whatever triggered the reauthorize started the issue. Whether a change at Quicken or Wells. Then I suspect when I did successfully reconnect via Quicken Connect AND Both Checking and Visa were selected is when the checking transactions started appearing in BOTH checking and Visa registers. I know, that seems impossible, no?

But since I disconnected Visa online services and tried to reconnect I cannot even get back to that point again.

So, if you feel confident that a backup will bring me back to where I am now I will try the entire process and screenshot any you would like. For example

I'm stopping there for now. Again, low risk tolerance. But the connected services follows:

I got carried away. Maybe something above will help. Again, do not want to risk Checking going Quicken Connect. I do not recall the firsyt time I did this months ago that BOTH accounts were in these dialogs triggered by Online Service in VISA to Quicken Connect.

Thanks!

Bob.

Hi @Quicken Kristina Here are my thoughts in light of day.

I think something at Wells changed. Is it possible that manage connected apps above is dealing with ONLY the Quicken Connect connection and has NO effect on the Direct Connect? If so, I think I need to disconnect BOTH accounts, go back and connect the Visa with Quicken Connect, only select the VISA and then link to existing. I doubt this, but…

At the very least, perhaps I should disconnect the VISA, but then I think likely I will have the same (new) issue of Checking transactions being duplicated in the Visa register when reconnecting the Visa on online connection.

Again, I am VERY risk averse to losing Checking Direct Connect but thought I would put this out there. What do you think?

Quicken Kristina

Thank you for your replies,

Wells Fargo does require you to authorize through their website before it will allow you to connect via Direct Connect, but I don't know if it's the same authorization that you use for Quicken Connect/OAuth. Wells Fargo's tech support may be able to answer that question. Since you don't want to risk your checking account getting disconnected, I do not recommend revoking the authorization on Wells Fargo's site.

If it is due to something that changed on Wells Fargo's side, it is possible that it's a temporary issue caused by some sort of maintenance on their side. I recommend trying to connect the credit card account again on Monday.

Let me know how it goes!

Bob.

Thanks.

I have been authorized Direct Connect for decades :) But, as mentioned, a few weeks ago something changed. I do need to talk with Wells, but not anticipating great support. And IO think if I don't unauthrorize the Visa, it will never connect again. And IF the Quicken Connect auth is not related to Direct Connect (now as of changes) then I would have to unauth Checking in QC to get just the Visa.

Odd and complicated.

I had a chat or two months ago with someone at Quicken that seemed to understand this in depth. I will message you with a question Quicken Support.

Thanks.

Quicken Kristina

Thank you for your reply,

If Wells Fargo is unable to assist with the issue, then I recommend contacting Quicken Support directly for assistance, since they will need to review the logs to determine what is causing the transactions from two different accounts to download into the same account in your Quicken file. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

Let me know how it goes!

Bob.

i doubt they will be able to unless I get reconnected to the Visa which is seeming more and more unlikely, Kristina.

Bob.

@Quicken Kristina Just off the phone with Wells Fargo after being transferred 4 times. I rejected several support techs asking to be escalated as they were not understanding my explanations. But then got to the right guy.

The "new" authorization for Wells to Quicken has changed and is confusing. The above images are all as they are and work. What happens after continuing is that Wells completes the authorizations even though they show previously authorized and returns to Quicken. THERE is where one deselects Checking (which is direct connect) and keeps the Visa. What had me also confused is the new dialog for linking to existing. It defaults to add new account and linking is grayed out. However, the drop down shows ALL Quicken accounts and one can select the Wells Visa there. Once done, both checking and credit card work as expected and the Online Biller can be relinked.

I hope that all makes sense.

Most important takeaway for me, when you get to the Connect Account Information screen where nothing can be deselected, just continue on. that gets adjusted when back in Quicken.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear Wells Fargo was able to assist. If I'm understanding correctly, you couldn't (and didn't need to) unselect any accounts on Wells Fargo's website. Once back in Quicken, you were able to unselect the Checking account and link the Visa.

Is everything connected and working now?

Thank you!

Bob.

Everything "appears" to be working as desired at the moment. I'll give it a day as little activity yet.

And you do understand correctly. Add to it that linking to existing is not intuitive. Ignoring what appears to be incorrect reauthorization at Wells is not intuitive.

I'm really surprised we got this working. Pleasantly surprised.

Bob.

@Quicken Kristina

Arghhh. Woke to this. Have not done anything about it yet. Not what I needed to see with coffee:

Any thoughts?

If I recall, and may not, this is where the first issue started. I may try this a little later…now that i better know the pitfalls.

Bob.

Went through the same "tricky" reauth process. again had to be careful to unselect the checking direct connect account once returning to Quicken. But it worked as expected. I just hope I don't have to do this often.

Quicken Kristina

Thank you for the updates,

I'm glad to hear that you were able to successfully reconnect again. That error usually indicates something changed on the financial institution's side. For more information, review this article: https://www.quicken.com/support/error-106-324-168-or-999-when-downloading-quicken-mac/

If the error comes back, please let us know, so we can troubleshoot further.

Thank you!